Lakia Levy
Spring,USA
Summary
Detail-oriented Tax Accountant with over 3 years of experience in tax preparation, sales tax filings, and account reconciliation. Demonstrates a strong ability to maintain compliance with state and federal tax laws while ensuring accuracy and timely submissions. Proficient in QuickBooks and Excel, leveraging financial analysis skills to enhance client financial processes. Aiming to apply expertise in a dynamic organization committed to excellence in tax accounting.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Sales Tax Accountant
Ascentium Capital, LLC
09.2024 - Current
- Ensured timely preparation and submission of sales tax documents.
- Kept detailed, accurate sales tax records across various state jurisdictions through thorough account reconciliation.
- Approved and documented state exemption certificates.
- Organized and managed departmental mail and correspondence.
Tax Preparer (Seasonal)
TJ Hayes & CO. PLLC
01.2024 - 08.2024
- Prepare and complete accurate tax returns for individuals and businesses
- Review financial records, such as income statements and balance sheets, to determine tax liability
- Utilize market knowledge and stay up-to-date on tax laws and regulations
- Provide excellent customer service by answering client questions and addressing concerns
- Analyze financial data to identify potential deductions, credits, and exemptions
- Use 10-key typing skills to accurately input financial information into tax software
- Collaborate with clients to gather necessary documentation and ensure compliance with tax laws
- Utilize QuickBooks and other accounting software to organize financial data
Bookkeeper/Tax Associate
CapTrust Financial Advisors
02.2023 - 01.2024
- Prepare tax returns, compute tax liabilities, and ensure compliance with timely payment, reporting and other tax requirements
- Prepare, examine, and analyze accounting records, financial statements or financial reports for accuracy, completeness and conformance to reporting and procedural standards
- Perform tax research and consultation regarding complex tax issues
- Maintain active communication with multi-disciplinary teams to manage expectations and ensure client satisfaction
- Utilize QuickBooks, Excel and Bill Pay methods to manage client files and monthly transactions
Senior Loan Officer
One Main Financial
08.2020 - 02.2023
- Supports general accounting processes, including inter-company accounting, cash management, financial reporting, balance sheet management, preparing profit or loss statements, reconciliation of ledger accounts, etc
- Establishes and implements accounting policies & Standard Operating Procedures for the department
- Interprets and analyzes present and historical data to plan, manage, and forecast budgets, strategic planning, and financial analysis
- Serves as a liaison between clients and loan processors, acquiring required paperwork and documentation to determine eligibility for loan approvals
- Completes loan application processing, including conducting credit analysis, summaries of loan requests, generating financial analysis reports, and making financial recommendations
- Collects prospective borrowers' incomes, assets, liabilities, and loan application documents to determine creditworthiness and eligibility for mortgage loans
- Reads and analyzes credit reports and determines eligibility concerning lending options, conferred with loan processors to facilitate funding and loan processing
Billing Specialist
Charter Communications.
06.2019 - 02.2020
- Partnered with managers to analyze monthly financials, identify opportunities to save money, and ensure documented information complied with internal accounting standards and federal requirements
- Submitted delinquent accounts to attorneys or outside agencies for collection
- Tracked and resolved delinquent accounts and negotiated payment terms according to internal policies, guidelines, and procedures
- Performed account management and billing resolution functions, including filing disputes, conducting payment negotiations, educating members, and tracking delinquent accounts
- Conducted monthly financial statement close processes, ensuring financial transactions were accurately recorded and reported accounting variances, issues, and errors to the appropriate entity
- Reviewed account reconciliations and ensured departmental compliance with accounting policies and Standard Operating Procedures
Education
Bachelor of Science - Accounting
Louisiana State University-Alexandria
Alexandria, LA12-2025
Skills
- Microsoft Outlook
- Microsoft Excel
- Credit analysis
- Loan officer experience
- Tax experience
- Profit & loss
- QuickBooks
- Bookkeeping
- Account reconciliation
- General ledger reconciliation
Certification
Life & Health Insurance License, 08/01/22, Present
Timeline
Sales Tax Accountant
Ascentium Capital, LLC
09.2024 - Current
Tax Preparer (Seasonal)
TJ Hayes & CO. PLLC
01.2024 - 08.2024
Bookkeeper/Tax Associate
CapTrust Financial Advisors
02.2023 - 01.2024
Senior Loan Officer
One Main Financial
08.2020 - 02.2023
Billing Specialist
Charter Communications.
06.2019 - 02.2020
Bachelor of Science - Accounting
Louisiana State University-Alexandria
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